Western Wealth Management’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
173,723
+37,140
| +27% | +$821K | 0.23% | 91 |
|
|
2025
Q1 | $3.01M | Buy |
136,583
+14,633
| +12% | +$323K | 0.2% | 104 |
|
|
2024
Q4 | $2.63M | Buy |
121,950
+30,254
| +33% | +$652K | 0.17% | 116 |
|
|
2024
Q3 | $2.07M | Sell |
91,696
-84,536
| -48% | -$1.9M | 0.12% | 183 |
|
|
2024
Q2 | $3.8M | Buy |
176,232
+33,015
| +23% | +$712K | 0.28% | 71 |
|
|
2024
Q1 | $3.11M | Buy |
143,217
+12,039
| +9% | +$261K | 0.24% | 82 |
|
|
2023
Q4 | $2.9M | Buy |
131,178
+89,151
| +212% | +$1.97M | 0.21% | 98 |
|
|
2023
Q3 | $874K | Buy |
42,027
+8,318
| +25% | +$173K | 0.07% | 274 |
|
|
2023
Q2 | $739K | Buy |
33,709
+8,206
| +32% | +$180K | 0.06% | 298 |
|
|
2023
Q1 | $566K | Buy |
25,503
+12,266
| +93% | +$272K | 0.05% | 341 |
|
|
2022
Q4 | $287K | Sell |
13,237
-13,047
| -50% | -$283K | 0.03% | 475 |
|
|
2022
Q3 | $565K | Buy |
26,284
+2,529
| +11% | +$54.4K | 0.03% | 443 |
|
|
2022
Q2 | $543K | Buy |
23,755
+6,615
| +39% | +$151K | 0.03% | 452 |
|
|
2022
Q1 | $410K | Buy |
17,140
+7,584
| +79% | +$181K | 0.02% | 586 |
|
|
2021
Q4 | $242K | Buy |
+9,556
| New | +$242K | 0.02% | 529 |
|
|
2021
Q2 | $200K | Sell |
7,721
-1,689
| -18% | -$43.8K | 0.02% | 607 |
|
|
2021
Q1 | $244K | Sell |
9,410
-4,966
| -35% | -$129K | 0.03% | 462 |
|
|
2020
Q4 | $380K | Sell |
14,376
-9,033
| -39% | -$239K | 0.06% | 302 |
|
|
2020
Q3 | $624K | Buy |
23,409
+3,707
| +19% | +$98.8K | 0.1% | 206 |
|
|
2020
Q2 | $528K | Buy |
+19,702
| New | +$528K | 0.1% | 213 |
|